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Nonprofit · EIN 53-0234290

UNITED WAY OF THE NATIONAL CAPITAL AREA

Tax-exempt · VIENNA, VA 22182

Financials

$22.7M$26.4M2022$21.2M$24.3M2023$19.2M$21.6M2024
Revenue Expenses · by fiscal year end
Financials of UNITED WAY OF THE NATIONAL CAPITAL AREA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$19,231,466$21,628,888-$2,397,422$48,760,624$15,134,750$33,625,874
June 30, 2024990$21,205,101$24,291,098-$3,085,997$52,045,506$17,140,070$34,905,436
June 30, 2023990$22,668,840$26,391,368-$3,722,528$56,575,119$20,627,436$35,947,683
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$16,435,047
of which government grants
$146,952
Program service revenue
$793,515
Investment income
$1,999,305
Net gain from sales of assets
$1,048,372
Other revenue
$3,599

Expenses

Grants and similar amounts paid
$12,537,600
Compensation of officers, directors and key employees
$623,537
Other salaries and wages
$3,603,671
Salaries, compensation and benefits (total)
$5,385,048
Professional fundraising fees
$429,335
Legal fees
$12,403
Accounting fees
$74,658
Occupancy
$739,817
Depreciation
$255,039
Program services (functional)
$15,147,039
Management and general (functional)
$2,616,883
Fundraising (functional)
$3,864,966

Balance sheet and other

Total assets, start of year
$52,045,506
Total assets, end of year
$48,760,624
Total liabilities, end of year
$15,134,750
Net assets, end of year
$33,625,874
Land, buildings and equipment
$1,895,828
Publicly traded securities
$35,256,129
Net assets without donor restrictions
$31,534,706
Net assets with donor restrictions
$2,091,168
Gross receipts
$26,113,403
Employees
48
Volunteers
1,933
Year formed
1974
State of legal domicile
DC

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
ROSIE ALLEN-HERRINGPRESIDENT & CEO
Officer
50$561,037$102,995
ANTHONY PAULVP, INFORMATION TECHNOLOGY
Highest-paid employee
50$177,213$31,996
ROSE JOHNSONVP, HUMAN RESOURCES
Highest-paid employee
50$167,056$23,061
IAN GORDONVP, COMMUNITY IMPACT (UNTIL 02/25)
Highest-paid employee
50$150,902$22,305
NEDELKA PHILLIPSSVP, MARCOMM & FUNDRAISING
Highest-paid employee
50$142,116$16,347
QUN LIANGDIRECTOR, ACCOUNTING SERVICES
Highest-paid employee
50$137,259$5,490
ROBIN WATKINSACTING CFO/VP OF FINANCE(UNTIL 07/24)
Officer
50$106,691$16,363
GARY TABACHBOARD CHAIR
Trustee or director, Officer
2$0$0
KEN SAMET FACHETREASURER
Trustee or director, Officer
2$0$0
STEVE PROCTORSECRETARY
Trustee or director, Officer
2$0$0
DANIEL KOTTERDIRECTOR
Trustee or director
1$0$0
ANGELA FRANCODIRECTOR
Trustee or director
1$0$0
ELLIOTT FERGUSONDIRECTOR
Trustee or director
1$0$0
EVELYN LEEDIRECTOR
Trustee or director
1$0$0
MARTIN RODGERSDIRECTOR
Trustee or director
1$0$0
13 more people on this return
NameTitleHours / weekCompensation
RACHEL S KRONOWITZDIRECTOR
Trustee or director
1$0
RICHARD K BYNUMDIRECTOR
Trustee or director
1$0
WENDY MORTON-HUDDLESTONDIRECTOR
Trustee or director
1$0
TYLER ANTHONYDIRECTOR
Trustee or director
1$0
EVAN KRAUSDIRECTOR
Trustee or director
1$0
JAMES W CORNELSENDIRECTOR
Trustee or director
1$0
KEVIN SMITHSONDIRECTOR
Trustee or director
1$0
STACI PIESDIRECTOR
Trustee or director
1$0
JOSHUA ETEMADIDIRECTOR
Trustee or director
1$0
TRACY KENNYDIRECTOR
Trustee or director
1$0
AMRY JUNAIDEENDIRECTOR
Trustee or director
1$0
BRIAN D PIENINCKDIRECTOR
Trustee or director
1$0
RICHARD DYERDIRECTOR (UNTIL 01/25)
Trustee or director
1$0
990 for the year ended June 30, 2024: 32 people
NameTitleHours / weekCompensationOther / benefits
ROSIE ALLEN-HERRINGPRESIDENT & CEO
Officer
50$735,161$105,465
NEDELKA PHILLIPSSVP, MARCOMM & FUNDRAISING
Key employee
50$195,111$28,358
ANTHONY PAULVP, INFORMATION TECHNOLOGY
Highest-paid employee
50$171,518$34,375
ROBIN WATKINSACTING CFO/VP OF FINANCE
Officer
50$174,908$28,931
ROSE JOHNSONVP, HUMAN RESOURCES
Highest-paid employee
50$162,295$22,808
IAN GORDONVP, COMMUNITY IMPACT
Highest-paid employee
50$149,495$21,444
SANDRA HARRINGTONSR. DIRECTOR, DONATION SERVICES
Highest-paid employee
50$132,151$28,241
SMITA SHARMASR. DIRECTOR, MARCOMM
Highest-paid employee
50$129,708$18,923
KEVIN SMITHCHIEF FINANCIAL OFFICER (THRU 1/23)
Officer
50$103,042$4,753
GARY TABACHBOARD CHAIR
Trustee or director, Officer
2$0$0
KEN SAMET FACHETREASURER
Trustee or director, Officer
2$0$0
STEVE PROCTORSECRETARY
Trustee or director, Officer
2$0$0
KEVIN VIROSTEKBOARD OF DIRECTOR
Trustee or director
1$0$0
ANGELA FRANCOBOARD OF DIRECTOR
Trustee or director
1$0$0
ELLIOTT FERGUSONBOARD OF DIRECTOR
Trustee or director
1$0$0
RICHARD DYERBOARD OF DIRECTOR
Trustee or director
1$0$0
EVELYN LEEBOARD OF DIRECTOR
Trustee or director
1$0$0
MARTIN RODGERSBOARD OF DIRECTOR
Trustee or director
1$0$0
RACHEL S KRONOWITZBOARD OF DIRECTOR
Trustee or director
1$0$0
RICHARD K BYNUMBOARD OF DIRECTOR
Trustee or director
1$0$0
WENDY MORTON-HUDDLESTONBOARD OF DIRECTOR
Trustee or director
1$0$0
TYLER ANTHONYBOARD OF DIRECTOR
Trustee or director
1$0$0
EVAN KRAUSBOARD OF DIRECTOR
Trustee or director
1$0$0
JAMES W CORNELSENBOARD OF DIRECTOR
Trustee or director
1$0$0
KEVIN SMITHSONBOARD OF DIRECTOR
Trustee or director
1$0$0
STACI PIESBOARD OF DIRECTOR
Trustee or director
1$0$0
JOSHUA ETEMADIBOARD OF DIRECTOR
Trustee or director
1$0$0
TRACY KENNYBOARD OF DIRECTOR
Trustee or director
1$0$0
JEREMY BLANKBOARD OF DIRECTOR
Trustee or director
1$0$0
BRIAN D PIENINCKBOARD OF DIRECTOR
Trustee or director
1$0$0
RUTH WILLIAMS-BRINKLEYBOARD OF DIRECTOR
Trustee or director
1$0$0
TERRI MCCLEMENTSBOARD OF DIRECTOR (THRU 06/2024)
Trustee or director
1$0$0
990 for the year ended June 30, 2023: 29 people
NameTitleHours / weekCompensationOther / benefits
ROSIE ALLEN-HERRINGPRESIDENT & CEO
Officer
50$646,858$622,980
KEVIN SMITHCHIEF FINANCIAL OFFICER
Officer
50$298,728$64,852
NEDELKA PHILLIPSSR. VP OF RD & MARKETING
Key employee
50$195,636$37,093
ANTHONY PAULVP, INFORMATION TECHNOLOGY
Highest-paid employee
50$164,896$34,725
GABRIELLE SHERBVP, DEVELOPMENT & DONOR ENGAGEMENT
Highest-paid employee
50$174,827$14,679
ROSE JOHNSONVP, HUMAN RESOURCES
Highest-paid employee
50$157,127$22,060
IAN GORDONVP, COMMUNITY IMPACT
Highest-paid employee
50$147,195$19,672
SMITA SHARMASR. DIR., MARKETING & COMMUNICATIONS
Highest-paid employee
50$129,613$18,406
GARY TABACHBOARD CHAIR
Trustee or director, Officer
2$0$0
KEN SAMET FACHETREASURER
Trustee or director, Officer
2$0$0
STEVE PROCTORSECRETARY
Trustee or director, Officer
2$0$0
KEVIN VIROSTEKBOARD OF DIRECTOR
Trustee or director
1$0$0
RACHEL S KRONOWITZBOARD OF DIRECTOR
Trustee or director
1$0$0
JAMES W CORNELSENBOARD OF DIRECTOR
Trustee or director
1$0$0
EVELYN LEEBOARD OF DIRECTOR
Trustee or director
1$0$0
EVAN KRAUSBOARD OF DIRECTOR
Trustee or director
1$0$0
MARTIN RODGERSBOARD OF DIRECTOR
Trustee or director
1$0$0
WENDY MORTON-HUDDLESTONBOARD OF DIRECTOR
Trustee or director
1$0$0
ANGELA FRANCOBOARD OF DIRECTOR
Trustee or director
1$0$0
STACI PIESBOARD OF DIRECTOR
Trustee or director
1$0$0
RICHARD K BYNUMBOARD OF DIRECTOR
Trustee or director
1$0$0
ELLIOTT FERGUSONBOARD OF DIRECTOR
Trustee or director
1$0$0
RICHARD DYERBOARD OF DIRECTOR
Trustee or director
1$0$0
TERRI MCCLEMENTSBOARD OF DIRECTOR
Trustee or director
1$0$0
JOSHUA ETEMADIBOARD OF DIRECTOR
Trustee or director
1$0$0
TRACY KENNYBOARD OF DIRECTOR
Trustee or director
1$0$0
RUTH WILLIAMS-BRINKLEYBOARD OF DIRECTOR
Trustee or director
1$0$0
J TYLER ANTHONYBOARD OF DIRECTOR
Trustee or director
1$0$0
JEREMY BLANKBOARD OF DIRECTOR
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
8614 WESTWOOD CENTER DR STE 300, VIENNA, VA 22182-2233
Principal officer (990 for 2024)
ROSIE ALLEN-HERRING, 8614 WESTWOOD CENTER DRIVE 300, VIENNA, VA 22182
Signed the 990
ROSIE ALLEN-HERRING, PRESIDENT & CHIEF EXECUTIVE OFFICER
Phone
(202) 488-2000
Return prepared by
CLIFTONLARSONALLEN LLP

Mission

UNITED WAY NCA IMPROVES THE LIVES OF UNDERSERVED INDIVIDUALS IN THE NATIONAL CAPITAL AREA BY FOCUSING COMMUNITY RESOURCES ON CREATING MEASURABLE AND LASTING IMPACT. WHEN NONE ARE IGNORED, ALL WILL THRIVE. ...CONTINUED ON SCHEDULE O.

990 for the year ended June 30, 2025

Program accomplishments

  • NONPROFIT CAPACITY BUILDING: UNITED WAY NCA'S PRIMARY SOURCE OF REVENUE IS GENERATED THROUGH EMPLOYER-SPONSORED WORKPLACE GIVING CAMPAIGNS. IN ADDITION, UNITED WAY NCA CONDUCTS A VARIETY OF FUNDRAISING INITIATIVES THROUGHOUT THE YEAR, WITH A FOCUS ON GROWING AND DIVERSIFYING FUNDING SOURCES TO SUPPORT ITS COMMUNITY IMPACT WORK AND OPERATIONS. FOR NEARLY 100 YEARS, COMPANIES, FOUNDATIONS, PUBLIC ENTITIES, AND INDIVIDUAL DONORS HAVE RECOGNIZED UNITED WAY NCA AS THE PREEMINENT NONPROFIT FOR DONATING TO THE CAUSES THEY CARE ABOUT. THE MILLIONS OF DOLLARS RAISED BY UNITED WAY NCA EACH YEAR ARE INVESTED IN THE MOST EFFECTIVE PROGRAMS AND SERVICES TO TACKLE THE MOST COMPLEX SOCIAL CHALLENGES, CRITICAL AREAS OF NEEDS AND ISSUES IN OUR REGION.
    Expenses $12,484,960 · grants $10,355,244 · revenue $793,515
  • HEALTH AND EDUCATION:UNITED WAY NCA'S THRIVE UNITED 365 HEALTH PROGRAM IMPROVES ACCESS TO THE DISTRIBUTION OF HEALTH RESOURCES AND IMPROVES PEOPLE'S LIVES BY ADDRESSING HEALTH CONDITIONS MOST AFFECTING ITS COMMUNITIES. ADOPTING A COMMUNITY-BASED PUBLIC HEALTH INTERVENTION MODEL, THE PROGRAM SUPPORTS PREVENTION AND CARE MANAGEMENT STRATEGIES TO CREATE LOW-BARRIER HEALTH RESOURCE ACCESS POINTS FOR COMMUNITIES FACING ENDURING HEALTH DISPARITIES. THIS PLACE-BASED WORK INCLUDES IMPROVED ACCESS TO CHRONIC DISEASE PREVENTION AND MANAGEMENT AND MENTAL HEALTH RESOURCES....CONTINUED ON SCHEDULE O.IN 2024-25, UNITED WAY NCA AND PARTNER ORGANIZATIONS ENGAGED MORE THAN 2,200 PEOPLE IN HEALTH EDUCATION TO LEARN MORE ABOUT THE RISKS OF CHRONIC HEALTH CONDITIONS AND RECEIVE TESTS TO ASSESS THEIR HEALTH NEEDS. THE PROGRAM ALSO BUILT AND DISTRIBUTED 9,148 KITS CONTAINING FOOD, CLOTHING, AND HYGIENE SUPPLIES .UNITED WAY NCA'S EDUCATION INITIATIVES PROVIDE HIGH-QUALITY RESOURCES THROUGH THE COMMUNITY SCHOOL MODEL TO SUPPORT STUDENTS AND YOUNG ADULTS IN REALIZING THEIR ACADEMIC AND TRAINING GOALS. UNITED WAY NCA PARTNERS WITH SEVEN COMMUNITY SCHOOLS DESIGNATED AS TITLE I SCHOOLS. TITLE I SCHOOLS RECEIVE FEDERAL FINANCIAL ASSISTANCE WITH HIGH PERCENTAGES OF CHILDREN FROM FAMILIES WITH LOW INCOME AND 80% OF STUDENTS ARE RECIPIENTS OF FREE AND REDUCED MEALS (FARMS). THE COMMUNITY SCHOOLS INITIATIVE SUPPORTS A PLACE-BASED STRATEGY IN WHICH EACH SCHOOL PARTNERS WITH COMMUNITY AGENCIES AND ALLOCATES RESOURCES TO PROVIDE AN INTEGRATED FOCUS ON ACADEMICS, HEALTH AND SOCIAL SERVICES, YOUTH AND COMMUNITY DEVELOPMENT, AND COMMUNITY ENGAGEMENT. THIS STRATEGY AIMS TO SUPPORT COMMUNITY SCHOOLS LOCATED IN NEIGHBORHOODS WHERE STRUCTURAL FORCES LINKED TO RACISM AND POVERTY SHAPE THE EXPERIENCES OF YOUNG PEOPLE AND ERECT BARRIERS TO LEARNING AND SCHOOL SUCCESS. THE SEVEN COMMUNITY SCHOOLS THAT UNITED WAY NCA PARTNERS WITH ARE BASED IN COMMUNITIES WHERE FAMILIES HAVE FEW RESOURCES TO SUPPLEMENT WHAT TYPICAL SCHOOLS PROVIDE. THROUGH UNITED WAY NCA'S COMMUNITY SCHOOLS, 3,285 STUDENTS WERE SERVED ADDRESSING ATTENDANCE, BEHAVIOR AND COURSE PERFORMANCE. FOR OVER 300 YOUTH FACING THE MOST SIGNIFICANT CHRONIC LEARNING CHALLENGES, THEY RECEIVED INDIVIDUALIZED INTENSIVE SERVICES AND SHOWED CONSISTENT IMPROVEMENT ON ALL INDICATORS. THIS INCLUDES 68% IMPROVEMENT IN ATTENDANCE GOAL, 75% IMPROVEMENT IN MATH AND LANGUAGE ARTS GOAL, AND 86% IN ATTAINING SOCIAL-EMOTIONAL LEARNING.
    Expenses $1,380,390 · grants $1,077,755
  • UNITED WAY NCA'S ECONOMIC OPPORTUNITY INITIATIVES PROVIDE INFORMATION, RESOURCES, AND SERVICES TO END DEBT AND INCREASE GENERATIONAL WEALTH IN UNDER-RESOURCED COMMUNITIES. SINCE 2015, UNITED WAY NCA HAS OPERATED THE REGION'S FIRST GROUP OF FINANCIAL EMPOWERMENT CENTERS (FECS) TO PROMOTE ECONOMIC OPPORTUNITY. TODAY, UNITED WAY NCA'S FIVE FECS OFFER INDIVIDUALS, VETERANS, AND WORKING FAMILIES NO-COST, PROFESSIONAL HIGH-QUALITY FINANCIAL CAPACITY BUILDING SERVICES, SUCH AS PERSONALIZED FINANCIAL COACHING AND HOUSING COUNSELING. FEC PROGRAMS INCLUDE FINANCIAL AND WORKFORCE TRAINING, INDIVIDUAL AND SMALL GROUP COACHING, TAX PREPARATION SERVICES AND WEALTH BUILDING WORK. ...CONTINUED ON SCHEDULE O.IN 2025 - 5,447 RESIDENTS RECEIVED A VARIETY OF FINANCIAL COACHING SERVICES RANGING FROM FREE TAX PREPARATION, FINANCIAL WORKSHOPS, AND HOUSING COUNSELING THAT ARE AIMED AT HELPING OUR REGION'S RESIDENTS GET ON THE PATHWAY TO A STRONGER FINANCIAL FUTURE; 550 INDIVIDUALS BENEFITED FROM ITS VOLUNTEER INCOME TAX ASSISTANCE (VITA) AND THE EARNED INCOME TAX CREDIT (EITC) PROGRAM. THROUGH ITS FREE TAX PREPARATION SERVICES, UNITED WAY NCA RESULTED IN $1.1M IN TAX REFUNDS AND CREDITS ALLOWING AREA RESIDENTS TO PLAN, SAVE AND GET AHEAD. 961 VETERANS RECEIVED SERVICES TO DEVELOP CAPACITY FOR FINANCIAL LITERACY AND PLANNING, EMPLOYMENT AND ENTREPRENEURIAL SKILLS, AND IMPROVE MENTAL HEALTH AND WELL-BEING.
    Expenses $1,281,689 · grants $1,104,601

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
53-0234290
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1974
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$48,760,624
Income (IRS master file)
$26,113,403

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$19,231,466$21,628,888$48,760,624XML
990June 2024$21,205,101$24,291,098$52,045,506XML
990June 2023$22,668,840$26,391,368$56,575,119XML
990June 2022$25,572,571$24,186,221$52,010,356IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 53-0234290).

Questions about UNITED WAY OF THE NATIONAL CAPITAL AREA

What is the EIN of UNITED WAY OF THE NATIONAL CAPITAL AREA?
The employer identification number (EIN) of UNITED WAY OF THE NATIONAL CAPITAL AREA is 53-0234290.
Is UNITED WAY OF THE NATIONAL CAPITAL AREA tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
Are donations to UNITED WAY OF THE NATIONAL CAPITAL AREA tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does UNITED WAY OF THE NATIONAL CAPITAL AREA file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of UNITED WAY OF THE NATIONAL CAPITAL AREA due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did UNITED WAY OF THE NATIONAL CAPITAL AREA last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of UNITED WAY OF THE NATIONAL CAPITAL AREA?
The 990 for the year ended June 30, 2025 names ROSIE ALLEN-HERRING.
Who are the officers and directors of UNITED WAY OF THE NATIONAL CAPITAL AREA?
The 990 for the year ended June 30, 2025 lists 28 people; 7 received compensation from the organization, the highest $561,037 (ROSIE ALLEN-HERRING, PRESIDENT & CEO).
How much revenue does UNITED WAY OF THE NATIONAL CAPITAL AREA have?
On its 990 for the year ended June 30, 2025 it reported revenue of $19,231,466, expenses of $21,628,888 and total assets of $48,760,624 at year end.

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